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GS-- Communacopia + Technology Conference 2024 — Key Takeaways05

Presenter(s): We hosted Twilio’s CEO Khozema Shipchandler as part of ourCommunacopia + Technology conference.
海外研报

FOM--to_cut_by_25bp_and_by_200bp_over_the_cycle_1

We expect the Federal Open Market Committee (FOMC) to start its easing cycle with a 25bp cut at its policy meeting next week. All up we expect
海外研报

GS--European Conviction List - Directors’ Cut September 13, 2024 Update

We remove DSV from the Conviction List. DSV was on the list for 195 days,delivering a total return of 25.0% and a relative return to the SXXP of +19.3% (as of
海外研报

GS--Aligning our sector recommendations with the macro environment

We update our sector recommendations. We turned more“defensive” early in the summer, in response to the recent
海外研报

GS--Foreign selling led by Korea and Taiwan; India domestic funds saw strong

Foreign (FII) flows / positioningn EM Asian ex-China region saw selling (-US$1.9bn) this
海外研报

GS--Positioning for a cutting cycle in EM equities? Focus on ‘late-cutters’,

Fed cuts to start, EM cutting cycles to broaden outEM equities have recovered through a volatile summer end, on increasing
海外研报

GS--China: Soft money and credit data in August

August total social financing (TSF) flows, new RMB loans, and money supply growthremained soft, largely in line with market expectations. August money and credit
海外研报

BofA--US Equity Futures Watch - S&P 500 Futures Intraday Roll Cost Monitor_20240912

Trading ideas and investment strategies discussed herein may give rise to significant risk and are not suitable for all investors.
海外研报

BofA--Stock Flash Bullish AVGO, LOW, PLTR and ROST. Bearish FERG and SCHW_20240912

Broadcom (AVGO): Bullish triangle breakout watchAVGO is a semiconductor devices stock that is on bullish triangle breakout watch. A
海外研报

BofA_Macro Risk Digest So it begins_20240913

We estimate corporates in Europe and Asia collectively held around $1trn of FX deposits in 1Q 2024. An unwind could amplify USD depreciation, although more likely over the
海外研报